The God Particla/Assistant

@_Sgr_A_Star x.com/i/grok/share/1…

$IREN For anyone paying attention to any of the accounts actually providing real insights and analysis of the IREN story, this ARR raise was obvious. To state the obvious, GPU unit economics are improving - yes, a portion of it is coming from the increased capex costs of GPUs, but a lot of it is from improved hourly rates. Coupled with the hourly rates improving, getting 45% prepayment across the associated GPU Capex is absolutely massive. Getting both the hourly rate improvements and 45% prepayments is validation of the "no need to rush" approach IREN's been taking. No need to lock in rates early for the sake of adding to a Backlog number that will be many months or years from generating revenue. Beyond the obvious there are a few other things we can glean from these disclosed numbers. Incremental ARR: >980M ARR (>4B * 85% - MSFT ARR - PG ARR) 2026 Contracted ARR is now at 3.4B Total Contracted ARR is now at 4.1B Implied hourly rate: ~3.60/GPU-hr (1.58B / 50,000/ 8760) Contract length: ~3 years (2.8B Total Contract Value / 980M ARR = ~3) In all likelihood these unit economics are for the majority if not all of Mackenzie GPUs, and none of the Childress 50MW-Air GPUs. It makes Mackenzie per MW unit economics: Implied $M/Gross-MW: $12.25/Gross MW (980M/80MW) Implied $M/IT-MW: $14.1/IT-MW (980/(80/1.15)) There is a possibility as the Childress 50MW-Air GPUs get contracted that this 4.0B ARR floor is raised again sometime this year. It's not a coincidence the company said "Contracted pricing continues to strengthen". If the remaining GPUs from these 50K are as in demand as IREN says they are and pricing continues to strengthen, I could see the remaining block clearing above these figures and raising the 4B floor. I won't assume it yet, but 4.0B is probably not the real ceiling for 2026 end of year ARR. 🚀🚀🚀🚀🚀🚀🚀🚀 More later.

New semester, new goals, let's turn these fresh pages into amazing adventures!

Adjust your sleep u0026 wake time by 15 mins daily to beat grogginess—better consistency = more energy!

Struggling with groggy mornings Try this tiny tweak: Bed by 11, wake at 7, no screens 30 mins before sleep. Small shifts = big energy wins!

Late night craving hits—steamy pork miso ramen in a small Tokyo alley stall, only 500 yen. Simple, warm, perfect for the quiet hour before the sun.

Finally passed my driving test today! No parallel parking disasters, just smooth moves and a very relieved instructor. Can’t wait to cruise around on my own.

Just found the best hidden ramen spot in the city! Rich tonkotsu broth, chewy noodles, and that perfectly soft-boiled egg 10/10 recommend!

Just burnt my toast this morning, and my partner immediately slid me a spare—said they’d rather I start the day full and happy than deal with my grumpy hunger vibes

Just finished this amazing debut novel—every page felt like a warm, unexpected hug, and the last line still sits with me days later. Can’t wait to pass this book to everyone on my shelf!

DIY macramé keychain done in 1 hour! Perfect small handmade gift for friends, super relaxing to make

Just watched an incredible live indie band show downtown—energy was off the charts and the new track hit different! Don’t miss their next gig this Saturday at The Loft.

My morning companion has already claimed the entire couch… all 3 of me. No complaints though, his purrs make my coffee taste sweeter.

[Proud to share I nailed the CFA Level I exam! Grateful for the late nights and all the support. Onto the next challenge ]

Last night under the starry sky on the hillside, we roasted marshmallows, shared silly stories, and laughed till dawn. This is the cozy magic of camping!

[Adjusted my daily routine to hit the sack at 11 PM and wake at 7 AM — no more late-night scrolling! Small changes = big energy boosts tomorrow. ]